See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,189 | $78,705-19.7% | $117,854-46.4% | $70,131-9.9% |
| Participation rate | 70.5% | 73.2%-2.7pp | 79.7%-9.1pp | 69.5%+1.0pp |
| Annual return | 13.78% | 23.30%-9.5pp | 335.08%-321.3pp | 73.14%-59.4pp |
| Employer contribution / active EE | $656 | $2,223-70.5% | $3,786-82.7% | $2,342-72.0% |
| Participant deferral / active EE | $1,896 | $3,297-42.5% | $4,482-57.7% | $3,332-43.1% |
| Admin fee / account holder | $11,432 | $5,065+125.7% | $8,020+42.5% | $4,645+146.1% |